Activities and Customer Journey

The ysura CRM comes alive with activities or touch points with health care professionals. A pharmaceutical company easily reaches a million such activities a year, whether face-to-face visits, emails, telephone calls, portal visits, clicks on an email, conference participation or more.

The classic activity is the visit. A road warrior might have ten or more visits daily with health care professionals. Protocolling these visits is a breeze. ysura can guess where the sales rep has been and make an intelligent proposal as to what topics were discussed. So completing a visit report may only take a seconds. With this feature alone, a sales rep can gain an entire week in time savings every year.

Send professionally-formatted emails and ecards to your contacts. Rest assured that the text blocks are up-to-date and approved by legal and marketing and insert your personal comments where permitted.

With ysura you can not only view your past activities but schedule activities for the future. An integrated marketing automation software can recommend specific tasks to carry out. You can view the integrated view of past and future activities in ysura’s 360° guest journey.

  • High-speed protocolling of visits
  • Maps integration for easy route planning
  • CTI integration for quick phoning
  • Automatic activities for mailings, eCards, conference visits, sample drops and other touch points
  • View activities by health care professional, by organization, by topic, by type by sales rep or by any combination of these and more criteria
  • Attach values to certain activities, such as marketing material, and ensure that total expenditures remain compliant
  • Special activity for lunch meetings, taking into account all compliancy rules
  • Visual customer journey
  • Marketing automation integration

App Details:

Feature , Multi-Channel , Operations

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